When a file is uploaded to Box, run OCR and create a contact in MOCO

■Overview

Do you find it time-consuming to manually transfer information from files such as business cards uploaded to Box into MOCO, your attendance and time management tool? This process is not only time-consuming but also prone to data entry errors. With this workflow, you can integrate Box with MOCO, use file uploads to Box as a trigger to extract information with OCR, and automatically create a Contact in MOCO. Reduce the time and errors associated with manual entry and streamline your operations.

■Who Should Use This Template

• Anyone who manually enters information such as business cards managed in Box into MOCO and wants to streamline the process
• Anyone who wants to integrate MOCO and Box via API and automate the customer information registration process
• Anyone who wants to use OCR to streamline data entry from paper documents into SaaS applications

■Benefits of This Template

• Automatically register Contacts in MOCO when a file is uploaded to Box, reducing the time spent on manual work
• Eliminate manual data transfer and reduce the risk of human errors such as incorrect entries and missed registrations

■Flow Bot Steps

1. First, connect MOCO and Box with Yoom
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder”
3. Then, set Box’s “Download file” action as an operation to retrieve the uploaded file in Yoom
4. Next, set the OCR feature’s “Read any image or PDF” operation to extract text information from the file
5. Finally, set MOCO’s “Create Contact” operation to create a new Contact based on the information extracted with OCR

■Customization Options

• For the Box trigger, set the content ID of the folder you want to monitor
• For the OCR settings, specify the text fields you want to extract from images or PDFs, such as business cards, including company name, full name, and phone number
• For the action that creates a Contact in MOCO, use values retrieved by the preceding OCR operation and freely specify which fields to populate

※“Trigger”: An action that starts the flow; “Operation”: An action that performs processing within the flow after the trigger starts

■Notes

• Connect both Box and MOCO with Yoom.
• The maximum downloadable file size is 300 MB. Please note that the limit may be lower than 300 MB depending on the app specifications.
• For details on the file size limits supported by the trigger and each operation, see the information below.
• The OCR_AI operation is available only on the Team and Success plans. On the Free and Mini plans, configured flow bot operations will result in an error.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps and AI features (operations) that are otherwise subject to plan restrictions.
• Please note that OCR may not be able to read data containing 6,500 or more characters or text that is too small.